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by CaseActive Team

Admins learn how to configure system settings so that new users are automatically assigned to a newly auto created case.

Opening the setup page

The first step is to open the Systems Setup page.

  1. Log in to the admin account.
  2. Locate an app on the Apps page and click the ADMIN button.
  3. Click the Systems tab and then SYSTEM SETUP on the submenu.
  4. Scroll down to the USER SIGNUP heading.

Configuring system settings

  1. Set the Allow Signup and Auto Create Case drop-down menus to On.
  2. Click the role menu and choose an option (default is recommended).
  3. Copy and share the Public User Signup link.

Each user that clicks the link and completes the signup triggers the platform to generate a new case on the Cases page and auto-assigns the user in that case.

Contents

Related Docs

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Related Docs

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

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